Infill Thoughts

With crude poised to potentially overflow Permian installed takeaway capacity, we thought it’d be worth taking a look at some big picture production vs. rig trends as the feature of this week’s regular rig count update. There’s a lot more to this story… Login to see the full update…  To …

A 60-year old Northern White sand producer who has been selling proppant for the past 5-10 years is the latest company planning an in-basin frac sand entrance in Texas. We learned more details after conducting an exclusive interview with the company’s president this morning. There’s a lot more to this …

Business schools often talk about the life cycle of an industry: Introduction, Rapid Growth, Maturity, and, eventually, Decline. While the last 18 months has made it clear we are still in the Rapid Growth phase, much of that growth is also due to the maturation of the industry and the …

Is the frac sand greenfield rush of 2017/2018 finally over? It’s a question worth asking since each of the Big 4 markets are now flush with planned local sand supply. In the chart below, we compare our total 2019 frac sand demand estimates for four major markets to announced local frac …

In a slide deck released this morning, Schlumberger provided some interesting comments on frac sand. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or …

We discuss how upstream is reacting to the midstream crisis in the Permian basins. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your …

Calling all San Francisco Infill Thinking members: we’d like to buy you a mid-morning coffee / bite, shake your hand and chat oilfield trends with you. We are hosting our next reader meet-up event in the Bay Area this coming Monday. This will be our 5th member appreciation event of …

In the wake of the Mid-Con sand rush, we were left wondering just how many US completions will have access to plentiful local sand supply in the years to come. So we did some math and discovered that X% of US completions will soon have a local sand mine in …

Over the past 12 months, US E&P procurement teams have been under immense pressure to keep up with frenetic growth. The time suck of dealing with immediate challenges like frac consumable shortages and logistics issues has been huge. In fact, because of these pressing issues we believe that some operators …

After recent requests from members, we’ve created several different looks at the geographical distribution of Mid-Con frac sand production sites on various maps. Members are welcome to download maps in pdf form. There’s a lot more to this story… Login to see the full update…  To read this update and …